Managing your Orders
Guides on how to create, edit and manage your orders
By Emily and 2 others3 authors19 articles
- How to send a customer a Payment Summary including VAT
- Orders page
- How to apply credits to an order
- Pay by Link
- Bulk export itineraries
- How to view a client's intake form on an Order
- How to download/ print an Itinerary
- How to cancel a booking in the app
- How to track outstanding payments for upcoming bookings
- Flexible refunds and refunding to a custom voucher
- How to print an Order receipt
- Card authorisation
- How to monitor the payment status by filtering the Orders page
- Automatic Check-out of Session Types
- How to convert a Guest to a Client?
- How to charge to room?
- How to manually add/ remove/ manage tips on an order
- Using QR codes for faster check in
- How to associate a wristband to a client in an order